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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,088 | $82,630-95.1% | $64,105-93.6% | $125,389-96.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 18.11% | 1489.72%-1471.6pp | 791.24%-773.1pp | 282.24%-264.1pp |
| Employer contribution / active EE | $3,294 | $2,671+23.3% | $1,820+81.0% | $4,866-32.3% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |